WIM
Westside Investment Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4K | Hold |
2,000
| – | – | 0.01% | 512 |
|
|
2025
Q1 | $38.3K | Hold |
2,000
| – | – | 0.01% | 446 |
|
|
2024
Q4 | $38.7K | Hold |
2,000
| – | – | 0.01% | 442 |
|
|
2024
Q3 | $39.6K | Hold |
2,000
| – | – | 0.01% | 436 |
|
|
2024
Q2 | $38.6K | Hold |
2,000
| – | – | 0.01% | 421 |
|
|
2024
Q1 | $39.2K | Hold |
2,000
| – | – | 0.01% | 414 |
|
|
2023
Q4 | $39.5K | Hold |
2,000
| – | – | 0.01% | 389 |
|
|
2023
Q3 | $36.5K | Hold |
2,000
| – | – | 0.01% | 389 |
|
|
2023
Q2 | $38.9K | Hold |
2,000
| – | – | 0.01% | 387 |
|
|
2023
Q1 | $39.2K | Hold |
2,000
| – | – | 0.01% | 388 |
|
|
2022
Q4 | $38 | Sell |
2,000
-6,300
| -76% | -$120 | ﹤0.01% | 441 |
|
|
2022
Q3 | $152 | Sell |
8,300
-24,400
| -75% | -$447 | ﹤0.01% | 333 |
|
|
2022
Q2 | $399K | Sell |
32,700
-68,200
| -68% | -$831K | 0.9% | 26 |
|
|
2022
Q1 | $400K | Buy |
100,900
+16,000
| +19% | +$63.4K | 0.88% | 28 |
|
|
2021
Q4 | $261K | Buy |
84,900
+30,300
| +55% | +$93.2K | 0.6% | 37 |
|
|
2021
Q3 | $261K | Buy |
54,600
+7,700
| +16% | +$36.7K | 0.6% | 37 |
|
|
2021
Q2 | $262K | Sell |
46,900
-2,600
| -5% | -$14.5K | 0.61% | 36 |
|
|
2021
Q1 | $260K | Buy |
49,500
+46,500
| +1,550% | +$244K | 0.69% | 34 |
|
|
2020
Q4 | $65 | Hold |
3,000
| – | – | ﹤0.01% | 323 |
|
|
2020
Q3 | $65 | Hold |
3,000
| – | – | ﹤0.01% | 328 |
|
|
2020
Q2 | $64 | Hold |
3,000
| – | – | ﹤0.01% | 309 |
|
|
2020
Q1 | $62 | Buy |
+3,000
| New | +$62 | ﹤0.01% | 314 |
|